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LFASL
Lugano Financial Advisors SA (LFA)’s
Alibaba
BABA
Stock Holding History
Lugano Financial Advisors SA (LFA)’s Portfolio
BABA Stock Details
BABA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$43.7K
Hold
348
–
–
0.02%
160
2025
Q4
$51K
Hold
348
–
–
0.03%
151
2025
Q3
$62.2K
Buy
348
+83
+31%
+$10.9K
0.03%
129
2025
Q2
$30.1K
Hold
265
–
–
0.02%
161
2025
Q1
$35K
Buy
+265
New
+$30.6K
0.02%
142
2024
Q2
–
Sell
-408
Closed
-$29.5K
–
173
2024
Q1
$29.5K
Hold
408
–
–
0.02%
140
2023
Q4
$31.6K
Buy
+408
New
+$32.5K
0.02%
124
2022
Q1
–
Sell
-558
Closed
-$66K
–
111
2021
Q4
$66K
Sell
558
-9,582
-94%
-$1.4M
0.04%
85
2021
Q3
$1.5M
Buy
+10,140
New
+$1.84M
0.99%
29
2020
Q2
–
Sell
-345
Closed
-$71K
–
116
2020
Q1
$71K
Sell
345
-100
-22%
-$20.9K
0.06%
97
2019
Q4
$94K
Buy
+445
New
+$83.5K
0.07%
97
2019
Q2
$29K
Sell
170
-170
-50%
-$29.3K
0.02%
115
2019
Q1
$62K
Buy
340
+70
+26%
+$11.8K
0.04%
101
2018
Q4
$44K
Hold
270
–
–
0.03%
132
2018
Q3
$44K
Buy
270
+70
+35%
+$12.4K
0.03%
132
2018
Q2
$37K
Buy
+200
New
+$38.1K
0.04%
106
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$127B AUM
44.11%
1-Year Est. Return
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30.12%
1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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